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  • 1.  Check box on Job Plan to Mark Completed Tasks

    Posted 04-05-2023 09:53

    Good morning,

    I was curious if it's possible to add a check box in the job plan so the technician can mark a task as completed?  We want to ensure that systems are being shut down and then brought back up, primarily for electrical work orders.  


    #Customizations
    #WorkManagement

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    Laurie Bearden
    AECOM
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  • 2.  RE: Check box on Job Plan to Mark Completed Tasks

    Posted 04-05-2023 11:14

    Each task already has a status that can be updated individually. 



    These will have history as well, each time the status is changed, including the user and timestamp.



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    Christopher Winston
    Projetech Inc.
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    Original Message


  • 3.  RE: Check box on Job Plan to Mark Completed Tasks

    Posted 04-12-2023 11:34

    Thank you.  We wanted to see if there was a simple checkbox set apart from the individual tasks that a QA or QC might check after inspecting to ensure the system was up.  



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    Laurie Bearden
    AECOM
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    Original Message


  • 4.  RE: Check box on Job Plan to Mark Completed Tasks

    Posted 04-06-2023 01:52

    as Chris has said, already there is a functionality available to change the status for each task but it required multiple clicks so you can do the following-
    1. Hide the change status button.
    2. Create new button/checknox for Task Completion, create an action to SETVALUE the Status to COMP on WOACTIVITY object, or write an action script.



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    Prashant Sharma
    Sedin Technologies
    Connect with me @ https://www.linkedin.com/in/psharmamaximo/

    #IBM Champion 2022
    #IBM Champion 2023
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    Original Message


  • 5.  RE: Check box on Job Plan to Mark Completed Tasks

    Posted 04-11-2023 10:50

    There is a "Change Status" Action Type that should be used for changing status. Using SETVALUE may appear to work, but because it doesn't call the right code, history will not be properly recorded, and etc.



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    Jason Uppenborn
    Cohesive
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    Original Message


  • 6.  RE: Check box on Job Plan to Mark Completed Tasks

    Posted 04-12-2023 11:36

    Thank you.  I'll check with my team to see if this is something we would like to do. 



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    Laurie Bearden
    AECOM
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    Original Message


  • 7.  RE: Check box on Job Plan to Mark Completed Tasks

    Posted 04-13-2023 10:58

    Are you managing these task work orders using a mobile device?

    If your concern is mainly from the perspective of QA/QC, I would invoke the functionality to not allow a new task to start until the prior task has been completed.  This would ensure that all job plan tasks have been completed.



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    Darrell Thomas
    Maximo Principal Consultant
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    Original Message


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